0001947503-24-000006.txt : 20240423 0001947503-24-000006.hdr.sgml : 20240423 20240423133212 ACCESSION NUMBER: 0001947503-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Swisher Financial Concepts, Inc. CENTRAL INDEX KEY: 0001947503 ORGANIZATION NAME: IRS NUMBER: 810556507 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23776 FILM NUMBER: 24863719 BUSINESS ADDRESS: STREET 1: 612 OFFICE PARKWAY, SUITE B CITY: WESTERVILLE STATE: OH ZIP: 43082 BUSINESS PHONE: 614-890-1930 MAIL ADDRESS: STREET 1: 612 OFFICE PARKWAY, SUITE B CITY: WESTERVILLE STATE: OH ZIP: 43082 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001947503 XXXXXXXX 03-31-2024 03-31-2024 Swisher Financial Concepts, Inc.

612 OFFICE PARKWAY, SUITE B WESTERVILLE OH 43082

13F HOLDINGS REPORT 028-23776 000121384 801-115211 N Brett Vandervort 614-890-1930 Brett Vandervort Westerville OH 04-23-2024 0 85 114917 false INFORMATION TABLE 2 SFC.13F.2024Q1.xml ARK ETF TR INNOVATION ETF 00214Q104 2175 45816 SH SOLE 0 0 0 45816 ABBOTT LABS COM 002824100 5757 51682 SH SOLE 0 0 0 51682 ABBVIE INC COM 00287Y109 8776 52153 SH SOLE 0 0 0 52153 AGILON HEALTH INC COM 00857U107 180 32675 SH SOLE 0 0 0 32675 ALPHABET INC CAP STK CL C 02079K107 640 4030 SH SOLE 0 0 0 4030 ALPHABET INC CAP STK CL A 02079K305 935 5940 SH SOLE 0 0 0 5940 AMAZON COM INC COM 023135106 3281 17654 SH SOLE 0 0 0 17654 AMERICAN ELEC PWR CO INC COM 025537101 309 3726 SH SOLE 0 0 0 3726 AMPLIFY ETF TR ONLIN RETL ETF 032108102 392 7008 SH SOLE 0 0 0 7008 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 213 3342 SH SOLE 0 0 0 3342 APPLE INC COM 037833100 4492 26706 SH SOLE 0 0 0 26706 BANK AMERICA CORP COM 060505104 214 5901 SH SOLE 0 0 0 5901 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 259 636 SH SOLE 0 0 0 636 BROADCOM INC COM 11135F101 376 282 SH SOLE 0 0 0 282 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 371 14489 SH SOLE 0 0 0 14489 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 686 22224 SH SOLE 0 0 0 22224 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 9796 304982 SH SOLE 0 0 0 304982 CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 3520 131505 SH SOLE 0 0 0 131505 CATERPILLAR INC COM 149123101 257 693 SH SOLE 0 0 0 693 CENTENE CORP DEL COM 15135B101 1068 14825 SH SOLE 0 0 0 14825 CINCINNATI FINL CORP COM 172062101 317 2624 SH SOLE 0 0 0 2624 CISCO SYS INC COM 17275R102 577 11748 SH SOLE 0 0 0 11748 COCA COLA CO COM 191216100 238 4022 SH SOLE 0 0 0 4022 COSTCO WHSL CORP NEW COM 22160K105 437 601 SH SOLE 0 0 0 601 CUMMINS INC COM 231021106 235 782 SH SOLE 0 0 0 782 DBX ETF TR XTRACK MSCI EAFE 233051200 512 12638 SH SOLE 0 0 0 12638 DISNEY WALT CO COM 254687106 251 2137 SH SOLE 0 0 0 2137 EXXON MOBIL CORP COM 30231G102 949 7790 SH SOLE 0 0 0 7790 FEDEX CORP COM 31428X106 304 1126 SH SOLE 0 0 0 1126 FIRST SOLAR INC COM 336433107 315 1710 SH SOLE 0 0 0 1710 FIRST TR MORNINGSTAR DIVID L SHS 336917109 315 8403 SH SOLE 0 0 0 8403 FORD MTR CO DEL COM 345370860 133 10205 SH SOLE 0 0 0 10205 GLOBAL X FDS US INFR DEV ETF 37954Y673 468 12073 SH SOLE 0 0 0 12073 GORMAN RUPP CO COM 383082104 216 5737 SH SOLE 0 0 0 5737 HONDA MOTOR LTD ADR ECH CNV IN 3 438128308 255 6953 SH SOLE 0 0 0 6953 INTEL CORP COM 458140100 536 14411 SH SOLE 0 0 0 14411 INVESCO QQQ TR UNIT SER 1 46090E103 4866 11069 SH SOLE 0 0 0 11069 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 232 4248 SH SOLE 0 0 0 4248 INVESCO EXCHANGE TRADED FD T DORSEY WRGT TECH 46137V811 263 4650 SH SOLE 0 0 0 4650 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 3963 97454 SH SOLE 0 0 0 97454 ISHARES INC EM MKT SM-CP ETF 464286475 1994 33492 SH SOLE 0 0 0 33492 ISHARES TR S&P 500 GRWT ETF 464287309 384 4575 SH SOLE 0 0 0 4575 ISHARES TR ISHARES SEMICDTR 464287523 200 905 SH SOLE 0 0 0 905 ISHARES TR US INDUSTRIALS 464287754 751 6108 SH SOLE 0 0 0 6108 ISHARES TR U.S. FIN SVC ETF 464287770 336 5236 SH SOLE 0 0 0 5236 ISHARES SILVER TR ISHARES 46428Q109 424 16520 SH SOLE 0 0 0 16520 ISHARES INC MSCI EMRG CHN 46434G764 4923 85013 SH SOLE 0 0 0 85013 JPMORGAN CHASE & CO COM 46625H100 1086 5582 SH SOLE 0 0 0 5582 J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR 46654Q773 2382 47075 SH SOLE 0 0 0 47075 ELI LILLY & CO COM 532457108 739 978 SH SOLE 0 0 0 978 MERCK & CO INC COM 58933Y105 324 2575 SH SOLE 0 0 0 2575 MICROSOFT CORP COM 594918104 4223 9921 SH SOLE 0 0 0 9921 NEXTERA ENERGY INC COM 65339F101 318 4974 SH SOLE 0 0 0 4974 NORTHERN LTS FD TR IV INSPIRE GBL HOPE 66538H658 218 5890 SH SOLE 0 0 0 5890 NVIDIA CORPORATION COM 67066G104 291 331 SH SOLE 0 0 0 331 PACER FDS TR US CASH COWS 100 69374H881 8606 150974 SH SOLE 0 0 0 150974 PEPSICO INC COM 713448108 216 1281 SH SOLE 0 0 0 1281 PFIZER INC COM 717081103 220 8334 SH SOLE 0 0 0 8334 PIMCO ETF TR MULTISECTOR BD 72201R585 457 18039 SH SOLE 0 0 0 18039 PROCTER AND GAMBLE CO COM 742718109 746 4768 SH SOLE 0 0 0 4768 PROLOGIS INC. COM 74340W103 662 5496 SH SOLE 0 0 0 5496 PROSHARES TR S&P 500 DV ARIST 74348A467 659 6689 SH SOLE 0 0 0 6689 PUBLIC STORAGE COM 74460D109 627 2289 SH SOLE 0 0 0 2289 SPDR GOLD TR GOLD SHS 78463V107 527 2432 SH SOLE 0 0 0 2432 SSGA ACTIVE TR SPDR DBLELN EMRG 78470P309 472 11256 SH SOLE 0 0 0 11256 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 4923 139230 SH SOLE 0 0 0 139230 SUMMIT MATLS INC CL A 86614U100 259 6232 SH SOLE 0 0 0 6232 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 940 26707 SH SOLE 0 0 0 26707 T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404 297 7989 SH SOLE 0 0 0 7989 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 249 1705 SH SOLE 0 0 0 1705 TESLA INC COM 88160R101 391 2270 SH SOLE 0 0 0 2270 UNITED RENTALS INC COM 911363109 490 720 SH SOLE 0 0 0 720 UNITEDHEALTH GROUP INC COM 91324P102 306 683 SH SOLE 0 0 0 683 VANGUARD STAR FDS VG TL INTL STK F 921909768 429 7171 SH SOLE 0 0 0 7171 VANGUARD BD INDEX FDS INTERMED TERM 921937819 330 4468 SH SOLE 0 0 0 4468 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 4820 60339 SH SOLE 0 0 0 60339 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 475 9752 SH SOLE 0 0 0 9752 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 612 14439 SH SOLE 0 0 0 14439 VANGUARD WORLD FD UTILITIES ETF 92204A876 265 1884 SH SOLE 0 0 0 1884 VENTAS INC COM 92276F100 648 15217 SH SOLE 0 0 0 15217 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 275 582 SH SOLE 0 0 0 582 VANGUARD INDEX FDS MID CAP ETF 922908629 7342 30153 SH SOLE 0 0 0 30153 VANGUARD INDEX FDS TOTAL STK MKT 922908769 234 918 SH SOLE 0 0 0 918 VISA INC COM CL A 92826C839 344 1258 SH SOLE 0 0 0 1258 WALMART INC COM 931142103 424 7012 SH SOLE 0 0 0 7012